Convert paid quotes and log payments to table
Convert paid quotes and log payments to table
Your quote payments arrive unconverted and leave production and billing without clear order state. Convert payments into sales orders and capture transaction details for same-day production handoff.
Overview
When a customer pays a quoted job, production and billing need clear order state immediately or work stalls. This flow converts paid quotes into active sales orders and logs the payment so coordinators and billing can act the same day.